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Data Aggregation and Financial Reporting

Comprehensive client data, reporting and insights

A complete client financial view helps wealth advisors deliver holistic advice. Our unparalleled data-reconciliation tools fully aggregate, reconcile and normalize complex data. Flexible display options and seamless integrations deliver meaningful insights to improve decision-making across the enterprise.

Elevate your enterprise’s performance with industry-leading data management

Leverage enterprise-centric and client-authorized data aggregation for client assets and liabilities. Get performance reports and seamlessly flow data to third-party applications.

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Fully Reconciled Data
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Centralized Data Repository
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Direct Custodial Feeds
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Client Assets and Liabilities
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Robust APIs
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360° Client View including held-away assets and liabilities

Step up to the only data aggregation solution that delivers reconciled data every day

Practice-management tools enhance productivity.

  • Multi-functional views including assets under management, cash balances and new accounts
  • Easily identifiable growth opportunities
  • User-friendly client portal
  • Global search

Market-leading data aggregation capabilities

  • Unparalleled data reconciliation tools used by firms, advisors and clients 
  • Report generation across client groups or at any level in the advisor-firm hierarchy
  • Robust APIs for seamless integration with third-party systems, including Salesforce
  • Enterprise-wide reconciliation so firms can focus on higher-level business challenges

Reporting options to meet every need

  • Standard or customized benchmarking
  • Configurable report settings with scheduling capabilities
  • Flexible report kits enable the combination of multiple reports
  • View positions, cash flows and returns
  • Asset allocation models

Unmatched insurance-specific insights help grow your business

  • Comprehensive information about the policy and policyholder
  • In-depth detail such as party roles, valuation, sub-account, transactions, riders and premiums
  • Custom insurance screens
  • Extensive library of insurance-specific reports
How We Can Help

Data confidence you can trust

100%
100% reconciliation of investment account data used by firms, advisors and clients.
20K+
Custodial interfaces and connections to financial institutions.
20+
Over 20 years of experience in enterprise-wide data management.
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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